Filed October 24, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,886 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,749 | $96,403-37.0% | $93,621-35.1% | $77,775-21.9% |
| Participation rate | 88.0% | 87.6%+0.4pp | 75.8%+12.2pp | 73.2%+14.8pp |
| Annual return | 15.31% | 39.36%-24.0pp | 32.76%-17.4pp | 32.58%-17.3pp |
| Employer contribution / active EE | $682 | $3,616-81.1% | $2,719-74.9% | $2,504-72.8% |
| Participant deferral / active EE | $2,961 | $5,341-44.6% | $4,070-27.2% | $3,966-25.3% |
| Admin fee / account holder | $0 | $90-100.0% | $7,890-100.0% | $100-100.0% |